What's new(s)letter










Redtail U is back for 2013, new and improved to meet the challenges of the busy advisory office. We are returning to the two-track format (Office Staff and Advisor) in order to maximize the time you spend with us. Instruction this year will focus on how advisors and their staff can use Redtail in their day-to-day work life, with a significant portion of the day also set aside for Case Studies, Round Table Discussions and Tips and Tricks of the CRM.

Redtail University - Los Angeles, CA

Tuesday, July 16,  2013
8:00 AM - 5:00 PM (PST)

  

Chicago - Book Now

Redtail University - Chicago, IL

Tuesday, August 13,  2013
8:00 AM - 5:00 PM (CST)

  

Redtail University - Boston, MA 

Tuesday, September 10,  2013
8:00 AM - 5:00 PM (EST)

  

Upcoming Webinars
We offer regularly scheduled Redtail Overview Demos every Tuesday Redtail Webinar Iconat 11:00 AM PST and regularly scheduled 30 Minute Quick Starts every Wednesday at 11:00 AM PST.  You can see the full schedule for upcoming webinars here.  Each month we also host specialized webinars on various Redtail topics.  Below are the ones currently on the books for the month of July 2013, but bear in mind that more may be added as the month progresses, so be sure to check the schedule or to follow us on Facebook or Twitter for upcoming webinar announcements.
Thursday, July 11, 2013 11:00 AM - 12:00 PM PST:  Advanced Searching
Webinar ID: 777-065-657

Thursday, July 18, 2013 11:00 AM - 12:00 PM PST:  
All Things Mail Merge!
Registration Web Link:  
Webinar ID: 491-409-281

Thursday, July 25, 2013 11:00 AM - 11:30 AM PST:  
Opportunity Tracker
Webinar ID: 394-651-329
 
Redtail Technology
800.206.5030


Assisting advisors to
work where they want
since 2003!

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